Don’t let my user name fool you! I prayed, thought, and studied about financial advisors for several years. I knew I wanted a financial advisor who was also a fiduciary, because, by law, a fiduciary must put your finances and investments above their own interests. I have been so pleased with the service Dave has given me, so far. As a single parent, I wanted to be sure my future was secure and my daughter was looked after later on. Dave has given me advice on investments and planning for our futures. He has prepared and filed my taxes for several years, a real weight off my shoulders. I’ve just retired and he is helping me prepare for my future with... read full review
January 2026
I tried using one of those big corps to help me, but I got tired of getting a new CPA every year. I found David Luck and couldn't be happier. He has gone way above my expectations.
January 2026
Does a great job for our business during the year. Takes great care of tax returns. Also, we are very thankful for helping and maintaining our financial future for retirement. So thankful for his knowledge with investing. Great seeing our retirement dollars grow and gives us such a peace.
Don’t let my user name fool you!
I prayed, thought, and studied about financial advisors for several years. I knew I wanted a financial advisor who was also a fiduciary, because, by law, a fiduciary must put your finances and investments above their own interests. I have been so pleased with the service Dave has given me, so far. As a single parent, I wanted to be sure my future was secure and my daughter was looked after later on. Dave has given me advice on investments and planning for our futures. He has prepared and filed my taxes for several years, a real weight off my shoulders. I’ve just retired and he is helping me prepare for my future with... read full review
I tried using one of those big corps to help me, but I got tired of getting a new CPA every year. I found David Luck and couldn't be happier. He has gone way above my expectations.
Does a great job for our business during the year. Takes great care of tax returns. Also, we are very thankful for helping and maintaining our financial future for retirement. So thankful for his knowledge with investing. Great seeing our retirement dollars grow and gives us such a peace.